For some reason, the fortunes of the Nasdaq 100 and interest rates have become intertwined.
That's a question investors should be thinking about as record numbers of Americans quit their jobs and create a big problem for many employers.
The virus may not dominate the headlines at this point, but its impact continues to be felt on the employment and economic fronts.
The question now is whether the lows that were hit on Wednesday morning will serve as short-term support as we move into earnings season.
Janet and Jerome have never created a job. But that's who we worship these days. It's such nonsense.
The report is more nuanced than the headline shows, and here's why we can still expect tapering.
Equities did close almost sharply lower than where they had been early on Thursday afternoon. You do want to see how this looks on a chart.
The ingredients to 'climb a wall of worry' are out there if the price action develops in the right way.
Market volatility could spike in late November/early December just as liquidity walks away. Keep that in mind.
Plus, my take on Friday's jobs report and the steepening yield curve.